With over three decades of experience at Principal Edge, Lex has had the privilege of helping shape the firm from its early beginnings as a two-person team into the dynamic, client-focused financial advisory business it is today. Since joining in 1991, his mission has remained clear: to uncover robust, coherent financial solutions tailored to the unique goals of each client.
Lex takes pride in building strong, long-term relationships grounded in trust, empathy, and open communication. His naturally inquisitive mindset drives a disciplined approach to advice, helping individuals and families confidently navigate change; whether it’s personal, business, or life-stage related.
Since 2009, Lex has been based in the Southern Highlands, where he enjoys quality time with my family. Outside the office, you’ll often find him on the golf course, tennis court, or following thoroughbred racing.
SPECIALIST AREAS
- Retirement & Lifestyle Planning
- Individual & Family Wealth Management
- Business Shareholder Protection
- Tailored portfolio construction and investment management
- Strategic Financial Planning Advice
- Estate Planning & Intergenerational Wealth Transfer
Contact Lex
lexg@principaledge.com.au